If you are looking for your own trading main line.
Recently, the most frequently asked question is whether xx can still be chased?
Someone bought xx coin, what do you think?
People who ask such questions not only consume the energy of both parties but also reflect the current market anxiety.
The core logic here is the lack of a personal trading main line, which leads to not finding the underlying path, triggering anxiety.
Recently, I rarely share my own trades; when the market is good, it's all about endless profits, focusing on project analysis and methodology to avoid triggering anxiety.
I will share my own path to see if it can resonate:
1: Macro: Stablecoin legislation and interest rate cut expectations
With the overlap of the two, the circulation of stablecoins driven by interest rate cut expectations will capture better attention.
In May, I cleared a batch of altcoins; currently, many altcoins have not returned to the points I cleared, except for the $sui I held for a long time, which I sold at 4 dollars and has now returned.
The only one I retained is $CRV. Even though a certain project in the crv ecosystem caused a rug pull and backlash, I originally wanted to write a dedicated piece on crv but was afraid of collateral damage.
I bought 340,000 crv at 0.3 dollars, holding it until now without selling; it is currently 1 dollar.
With the stablecoin legislation nearing passage, I also made a breakthrough trade, earning 6000 dollars, as seen in my posts from a few days ago.
My expectation for it:
In stablecoin exchanges, only the v3 of uni and the algorithm of crv can achieve low wear.
When doing this with the macro, the odds are a bit larger. The methodology for calculating the extreme conditions for building positions can be found in past posts.
2: Narrative:
Currently, I have not seen any bloggers who previously mocked eth and called it garbage turn around and build positions in eth.
This also reflects that many people are not on the $ETH bandwagon; a single joke or emotion can easily sweep people along, and with a call to action, everyone believes it, which is the current state of promotion.
ETH has also risen without looking back, including institutional entry and the narrative of coin-stocks, as well as interest rate arbitrage.
So after ETH captures market attention, will its narrative be seen by others?
Here, I previously selected $ETHFI, which had slightly poor profits, and $ENA, which I previously mentioned is leveraged eth. I didn't open it this time, which is a bit of a pity.
The research report I published on ena is still valid now.
These are all used for leverage when eth was just rising; will the narrative return to subsequent attention?
The Shanghai upgrade and the Cancun upgrade both stirred up waves for eth, while the Blark upgrade went unnoticed.
Once the technical narrative returns, the underlying assets of the zk series will be seen by the market.
Because now when zk is mentioned, many people think of arb; zk is just a technology.
$LA is the new asset in the zk series, along with taiko, as supplemented by friends from Malaysia.
3: Hotspots.
$BNB is nearing its new high, and at that time, the coin-stock narrative, is $lista, which offers returns from bnb, still chaseable?
$CFX, Chen Fengxia, basically comes up with a fake news every year; I short it once every year; it has become a pattern.
Many of the trades above have been completed or are ongoing, witnessed by friends in the group, and are merely methodological, which can be extrapolated.
If you still ask what Brother Suo thinks, I would reply that this matter must have its intricacies.
If you ask how much xx coin is worth, I would uniformly respond with 100,000.
Create less anxiety, and discuss trading opportunities and methodologies more.
